SaaS founders and finance leaders who need senior financial judgment without assembling a full internal finance stack.
Fractional CFO
What changed in cash, growth quality, forecast, and board readiness—and which decision needs action now?
Evidence/output: Monthly CFO operating review; forecast assumptions remain visible beside the decisions they support.
Companies with disconnected accounting, revenue, planning, and reporting workflows.
Finance Engineering
Which finance processes can become repeatable without weakening control or hiding management judgment?
Evidence/output: Connected source and metric model design; each automated step has a defined input, output, owner, and failure state.
SaaS operators, boards, investors, and transaction teams evaluating the quality of recurring revenue.
Revenue Quality Analysis
Is growth supported by durable retention and expansion, or by concentration and temporary effects?
Evidence/output: NRR/GDR and retention analysis; retention and movement metrics reconcile to named customer or cohort changes.
Management teams whose board materials report numbers but do not make decisions or proof paths clear.
Board Reporting
What changed, why did it change, and what decision follows from the evidence?
Evidence/output: Board reporting architecture and recurring cadence; material claims link to reconciled bridges, named evidence, and accountable owners.